Latest Institutional Purchases of Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
488
+ 1.01%
$18.9K - $22.1K
48.6K $2.44M
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
94
+ 6.76%
$3.65K - $4.25K
1.49K $74.7K
May 09, 2024 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
82
+ 1.2%
$3.18K - $3.71K
6.9K $347K
Q4 2023
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.87K
New
$328K - $394K
9.87K $496K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.47K
New
$282K - $338K
8.47K $426K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
2.92K
New
$97.1K - $117K
2.92K $147K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
2.55K
New
$84.9K - $102K
2.55K $128K
May 23, 2024 Q4 2023
Raelipskie Partnership

Waterloo, A6
BUY
 -
1.68K
New
$55.7K - $66.8K
1.68K $84.2K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
526
New
$17.5K - $21K
526 $26.5K
Feb 08, 2024 Q4 2023
Arjuna Capital

BUY
 -
301
New
$10K - $12K
301 $15.1K
Jan 18, 2024 Q4 2023
Trevian Wealth Management LLC

BUY
 -
58
+ 0.79%
$1.93K - $2.31K
7.39K $372K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
53
New
$1.76K - $2.11K
53 $2.67K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
20
New
$665 - $798
20 $1.01K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
2
+ 0.85%
$66.5 - $79.8
238 $12K
Q3 2023
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
6.3K
New
$216K - $235K
6.3K $317K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
221
+ 2.57%
$7.59K - $8.25K
8.83K $444K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
82
New
$2.82K - $3.06K
82 $4.12K
Q2 2023
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
7.58K
New
$245K - $273K
7.58K $381K
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
7.02K
New
$227K - $253K
7.02K $353K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
570
New
$18.4K - $20.5K
570 $28.7K
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
150
+ 11.27%
$4.85K - $5.39K
1.48K $74.5K
Q1 2023
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
27K
New
$821K - $910K
27K $1.36M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
26.8K
New
$813K - $902K
26.8K $1.35M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
12.2K
+ 104.11%
$371K - $411K
23.9K $1.2M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
11.6K
New
$351K - $390K
11.6K $581K
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
855
+ 58.76%
$26K - $28.8K
2.31K $116K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
758
New
$23K - $25.5K
758 $38.1K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
110
New
$3.34K - $3.71K
110 $5.53K
Q4 2022
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
7.07K
New
$196K - $229K
7.07K $355K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
4.4K
+ 27.72%
$122K - $143K
20.3K $1.02M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
1.8K
New
$49.8K - $58.3K
1.8K $90.3K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
180
New
$4.99K - $5.84K
180 $9.05K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
144
New
$3.99K - $4.67K
144 $7.24K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.44%
$27.7 - $32.5
226 $11.4K
Q3 2022
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
45.5K
+ 294.21%
$1.28M - $1.55M
61K $3.07M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
38.9K
New
$1.09M - $1.33M
38.9K $1.96M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
1.27K
New
$35.6K - $43.3K
1.27K $63.9K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
79
New
$2.21K - $2.69K
79 $3.97K
Q2 2022
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.41K
New
$212K - $268K
7.41K $372K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
4.17K
New
$120K - $151K
4.17K $210K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
3.09K
New
$88.5K - $112K
3.09K $155K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
60
New
$1.72K - $2.17K
60 $3.02K
Q1 2022
Apr 22, 2022 Q1 2022
Danda Trouve Investment Management, Inc.

BUY
 -
14
+ 7.82%
$460 - $550
193 $9.71K
Q3 2021
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
512
+ 66.67%
$18.3K - $19.6K
1.28K $64.4K
Q2 2021
Dec 19, 2023 Q2 2021
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.1K
+ 71.9%
$36.9K - $40K
2.63K $132K
Q1 2021
May 14, 2021 Q1 2021
First Manhattan CO

New York, NY
BUY
 -
150
New
$4.64K - $5K
150 $7.54K

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